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Events
Drop-In: The fallout from Europe’s energy war

Drop-In: The fallout from Europe’s energy war

Start date:

Wednesday, April 6, 2022 - 16:00 BST

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All eyes on China again; Hurricane Milton fallout

Commodities Weekly

All eyes on China again; Hurricane Milton fallout

While fiscal stimulus could provide some short-term support to metals prices, the key issue is that China's troubles are structural. So, China's metals demand probably won't be in a much healthier...

11th October 2024 · 4 mins read

Europe’s mega-cap breakfast may remain less than magnificent

Asset Allocation Update

Europe’s mega-cap breakfast may remain less than magnificent

The shares of the very biggest, ‘mega-cap’, firms have generally outperformed those of smaller ones by less in Europe than they have in the US on net so far this decade. We expect that to remain the...

10th May 2024 · 5 mins read

Europe's aluminium industry not dead yet

Industrial Metals Update

Europe's aluminium industry not dead yet

Higher aluminium prices and lower production costs should incentivise Europe’s smelters to restart some production in both 2024 and 2025. The introduction of CBAM in 2026 means prices will then...

15th February 2024 · 3 mins read

Europe’s central banks push back against rate cut bets

Europe Economics Weekly

Europe’s central banks push back against rate cut bets

In contrast to the Fed, the ECB pushed back this week against expectations that it would start to cut interest rates in early 2024. But we still think that a weak economy and continued declines in...

15th December 2023 · 5 mins read

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